Aderant and First AML have launched an integration that automates anti-money laundering compliance for law firms. The integration connects Aderant Expert and Expert Sierra directly with First AML. As a result, firms can complete AML checks within their existing practice management workflows.
Aderant, a global provider of business management solutions for law firms, announced the integration’s general availability. First AML provides anti-money laundering and client due diligence solutions for organizations worldwide.
The integration connects the two platforms and creates a unified compliance workflow. Previously, firms often managed AML checks through separate systems. Consequently, staff faced manual handoffs and repeated data entry during compliance processes.
The new integration allows staff to initiate AML checks without leaving Aderant Expert or Expert Sierra. Furthermore, the workflow connects compliance activity with everyday financial and case management processes.
The launch follows the companies’ partnership announcement earlier this year. It also arrives as law firms face increasing requirements for consistent and auditable AML practices.
International client relationships have also increased compliance complexity for law firms. Meanwhile, AML regulations continue to develop across multiple jurisdictions. Firms must therefore maintain accurate records while managing increasingly complex client onboarding processes.
The Aderant Expert and Expert Sierra integration with First AML addresses these operational challenges. It focuses specifically on firms that already use both solutions.
“For clients running Expert or Expert Sierra alongside First AML, AML checks now happen inside the same workflow staff already use, instead of as a separate process,” said Josiah Chaves, Chief Client Officer at Aderant. “Our Professional Services team works directly with each firm to bring the integration live and configure it around their existing process, so mutual clients start saving time and reducing risk right away. That’s the kind of in-context automation our clients expect from Aderant.”
Integration Adds Automation and Audit Visibility
The integration provides law firms with a single workflow from client selection through AML verification. Staff can select a client or matter directly within Expert or Expert Sierra.
The system then pulls relevant parties and stages the case for submission to First AML. Therefore, employees can complete compliance checks without moving between disconnected applications.
The integration also provides dedicated review capabilities for assigned users. Staff can confirm contacts, client parties, and matter parties before submitting a case.
In addition, the system recognizes individuals previously verified through First AML. This feature can help firms avoid unnecessary duplicate verification activity.
The integration also creates an AML approval history within Expert or Expert Sierra. Verification outcomes are written into the AML approval history table.
Users can access those records through Entity Manager for reporting and audit requirements. Consequently, firms gain greater visibility into completed AML checks and verification outcomes.
The workflow also offers flexibility for different firm processes. Firms can run AML checks as standalone activities when required.
Alternatively, they can integrate AML checks into their existing File Opening process. This option allows firms to trigger compliance checks automatically when a matter requires verification.
“AML compliance shouldn’t require firms to leave the systems they already rely on,” said Milan Cooper, CEO of First AML. “With this integration live, Expert and Expert Sierra users can run a First AML check the same way they handle everything else in their day, without extra logins or manual re-entry. That’s the standard we think firms should expect from compliance technology, and we’re glad to reach it together with Aderant.”
Aderant and First AML Strengthen Legal Compliance Workflows
The integration brings AML compliance closer to the daily systems law firms already use. Moreover, it reduces the separation between practice management and regulatory compliance activities.
For firms, the combined workflow can reduce manual processes associated with AML checks. It can also support more consistent documentation across client and matter workflows.
The integration addresses several operational requirements faced by modern law firms. These include client due diligence, AML verification, compliance reporting, and audit preparation.
Additionally, firms can configure the workflow around their existing processes. This approach allows organizations to introduce AML automation without creating a separate operational process.
Aderant’s Professional Services team supports firms during implementation. The team works with individual firms to configure the integration around their established workflows.
First AML provides the underlying AML and client due diligence capabilities. Aderant Expert and Expert Sierra provide the practice management environment for the integrated process.
The partnership therefore combines legal practice management with automated AML compliance technology. As regulatory requirements continue to evolve, integrated compliance workflows can help firms manage verification more efficiently.
The launch also demonstrates the growing role of automation within legal technology. Law firms increasingly require compliance tools that work within existing operational environments.
By connecting First AML with Aderant Expert and Expert Sierra, the companies aim to provide a more connected compliance experience. The integration gives mutual clients a unified approach to AML checks, verification records, and audit preparation.
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News Source: Businesswire.com
